Andy has worked in Financial Services since 1983, starting in Life Office administration and moving on to Consultant roles with AXA/Sun Life and Scottish Life until 2004.
At that point Andy was encouraged to join an IFA practice in Worthing where he developed Professional Connections and majored in Pension business. Between 2004 and 2012 Andy worked for, or with, a couple of IFA practices developing skills in the fields of Occupational Pension Transfer advice and Group Pension schemes.
Andy has gained the CII qualification, G60, which gives him Pension Transfer Specialist status and an expertise in the field of Occupation Pension advice.
After joining Pembroke in 2012 Andy continued his studies after gaining the Advanced Financial Planning Certificate.
He achieved the coveted Chartered Financial Planner status in 2014.
Many people are in the dark when it comes to money, and I’m going to turn on the lights.
– Suze Orman
Andy utilises his knowledge and experience in the Group Pensions marketplace to help Pembrokes’ Corporate clients with their Auto Enrolment/Workplace Pension issues.
On the personal front, Andy has been married to Nicky for 25 years and they have three fabulous children. Dodgy knees permitting he has been known to have the odd game of tennis and run a bit and Andy loves most sports, but especially Rugby Union and F1.
Within our Investment Committee Andy works with Adrian Moy on the Fixed Interest asset class.
- 2012 to present: Pembroke Financial Services
- 2004 – 2012: Various IFA roles
- 1983 – 2004: Various Life Office Administration and Consultant roles including Sun Life, Norwich Union, Scottish Life and Clerical Medical
I just wanted to say that I’m really impressed with the performance of our pensions and ISA. In such difficult times it is clear to me that the decisions that the investment committee have made have protected our investments very well.